Icon Wealth Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610K | Sell |
7,576
-8,006
| -51% | -$645K | 0.07% | 155 |
|
|
2023
Q2 | $1.37M | Sell |
15,582
-4,120
| -21% | -$364K | 0.15% | 113 |
|
|
2023
Q1 | $1.87M | Buy |
+19,702
| New | +$1.87M | 0.2% | 101 |
|
|
2022
Q2 | $2.35M | Buy |
23,321
+110
| +0.5% | +$11.1K | 0.28% | 88 |
|
|
2022
Q1 | $2.32M | Buy |
23,211
+500
| +2% | +$49.9K | 0.23% | 93 |
|
|
2021
Q4 | $2.21M | Sell |
22,711
-29
| -0.1% | -$2.82K | 0.22% | 102 |
|
|
2021
Q3 | $2.01M | Sell |
22,740
-3,007
| -12% | -$265K | 0.21% | 106 |
|
|
2021
Q2 | $2.29M | Buy |
25,747
+2,629
| +11% | +$234K | 0.25% | 93 |
|
|
2021
Q1 | $2.16M | Sell |
23,118
-1,693
| -7% | -$158K | 0.27% | 91 |
|
|
2020
Q4 | $2.28M | Buy |
24,811
+3,739
| +18% | +$344K | 0.36% | 74 |
|
|
2020
Q3 | $2.04M | Buy |
+21,072
| New | +$2.04M | 0.39% | 71 |
|